Zullo Investment Group’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Sell |
11,680
-229
| -2% | -$5.58K | 0.12% | 124 |
|
|
2025
Q1 | $290K | Buy |
11,909
+1,157
| +11% | +$28.2K | 0.12% | 119 |
|
|
2024
Q4 | $259K | Sell |
10,752
-1,010
| -9% | -$24.3K | 0.1% | 128 |
|
|
2024
Q3 | $288K | Sell |
11,762
-994
| -8% | -$24.3K | 0.12% | 126 |
|
|
2024
Q2 | $307K | Sell |
12,756
-276
| -2% | -$6.64K | 0.13% | 117 |
|
|
2024
Q1 | $314K | Sell |
13,032
-708
| -5% | -$17.1K | 0.15% | 111 |
|
|
2023
Q4 | $333K | Buy |
13,740
+78
| +0.6% | +$1.89K | 0.17% | 107 |
|
|
2023
Q3 | $327K | Buy |
+13,662
| New | +$327K | 0.19% | 100 |
|
|
2023
Q1 | – | Sell |
-2,706
| Closed | -$65.3K | – | 597 |
|
|
2022
Q4 | $65.3K | Buy |
+2,706
| New | +$65.3K | 0.04% | 241 |
|